It’s a decision most adults dread: having to take over the financial and day-to-day living decisions for parents who can no longer manage on their own. When caring for your parents, you may need to plan on three levels: managing finances, making health care decisions, and making sure their daily household needs are met. Finding [...]
Tag Archives | wealth management
B if for the The Basics of Long-Term Care Insurance.
Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it’s a difficult subject to talk about, it’s also a topic that often generates lots of questions and misunderstanding. Consider this: The average cost of nursing home care in the United States now exceeds $87,000 per [...]
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A is for What Is Asset Allocation?
It’s important to understand the different asset classes and the role they may be able to play in your financial strategies. Many financial experts believe that asset allocation may be the single most important factor influencing long-term investment returns, regardless of short-term market fluctuations.1 You could potentially lower your investment risk and increase your chances [...]
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AZ Asks Advisor Views How to Keep Emotions in Check When Making Investment Decisions.
A feature from Ann Zuraw, Compass Financial Partners. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience. Keep Emotions in Check When Making Investment Decisions The continuing sluggish economy has pushed some investors’ emotions to the extreme. Deciding what to do with your investments [...]
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O Is for Home Ownership – is it right for you?
Home ownership may bring you much delight, but with ownership comes responsibility. This decision should be carefully made depending on your current financial situation, future plans and lifestyle choices. Here are some positive and potentially negative aspects to consider: Mortgage – This may or may not bring you financial stress. Today’s interest rates are [...]
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Fabulous Financial Facts – Tax Strategies for Job Hunters
If you are one of the many who became unemployed or have had to move out of town to find a job, you may qualify for additional tax deductions for the year as long as you are searching for a job within your current occupation. You are still allowed to still take deductions even if [...]
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Fabulous Financial Facts – Spending Strategy for the Holidays
During the holiday season, shopping for presents can bring on two things –emotional and financial stress! Over spending and running up large balances on your cards can lead to high interest charges in addition to your holiday purchases. It might also mean that you don’t end up paying off these charges until the spring or [...]
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L is for Lending to Friends and Family.
Should you lend money to friends or families that are hurting financially? Many of us have a hard time denying this request from a loved one. It’s not wrong to want to help someone in need, but do so without destroying your own finances. Before you consider making this loan — reflect on [...]
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J is for Joining Finances with Your Partner.
Due to the rise in marriages occurring later in life, many couples are entering their first marriage with assets. So how do you deal with merging two lives emotionally and financially without causing strain on the relationship? The key would be to start with an open and honest workable structure for your [...]
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I is for Investing in Your Twenties.
Youth is a wonderful time to dream of all of life’s endless possibilities. So why spend time worrying about your golden years? A good reason is that in this day and age, you will probably find that YOU and YOU alone must fund your retirement. This doesn’t mean you need to stop pursuing your [...]
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About Ann Zuraw
Ann Zuraw, the voice behind "Women, Money, and Divorce", is a Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA®) and Certified Financial Divorce Analyst (CDFA™) helping women achieve financial success!
